+30.0%
RKLB vs SRE
+4.6%
+25.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.9% |
| 7D | -2.0% | -0.8% | -1.2% | -1.7% |
| 30D | -22.4% | -3.0% | -19.4% | -21.5% |
| 3M | -45.2% | -8.3% | -36.8% | -43.2% |
| 6M | -12.5% | -8.9% | -3.6% | -9.2% |
| YTD | -9.8% | -4.3% | -5.5% | -11.0% |
| 1Y | +30.0% | +2.7% | +27.2% | +20.1% |
| All | +30.0% | +4.6% | +25.4% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SRE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling